Workbooks Software


 

Developed by a team of entrepreneurs based in the UK, Workbooks is a robust SaaS-based CRM system offering Marketing and Sales Automation, Customer Service and Support, and a host of other useful business and customer relationship applications. The system is used by small and mid-sized companies in a variety of verticals, including consulting, healthcare, media, and professional services.

Workbooks is offered as a fully integrated suite, rather than on a modular basis. That way, all parts of the system work together to maximize the impact on a business. Customer engagement is viewed from a single system, combining information regarding sales, marketing, and client interactions. The Marketing Automation module pulls data directly from the company website once a buyer has expressed interest, and can be used to distribute leads to the correct member of a sales team.

For the sales team, a notification system reminds team members when there is a particular type of activity scheduled, such as a phone call or meeting. Activities can also be reassigned to a different team member as needed, so that companies can be sure all important tasks are taken care of immediately. Workbooks also integrates with Outlook, so that team members can send and receive emails from the application, without switching systems.

Workbooks provides an intuitive Customer Service and Support module, which allows clients to submit tickets to report any issues. From there, each issue can be routed to the correct member of a team, and can be set as a priority if it’s particularly important. For companies looking for a fully integrated customer management solution, we recommend Workbooks as a great option to explore.

 

Workbooks - Dashboard
 
  • Workbooks - Dashboard
    Dashboard
  • Workbooks - Calendar View
    Calendar View
  • Workbooks - Custom PDFs
    Custom PDFs
  • Workbooks - Custom Views
    Custom Views
  • Workbooks - Executive Dashboard
    Executive Dashboard
  • Workbooks - Multiple Layouts and Custom Integrations
    Multiple Layouts and Custom Integrations
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8

24 Reviews of Workbooks

Showing 1-20 of 24

 

from ComRes
Specialty: Consulting
Number of employees: 21 to 50 employees Employees number: 21 to 50 employees

Workbooks - Processes and Outputs

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Likes Best

It is an essential tool for companies to monitor and manage their CRM. I also personally use it to manage my tasks and sales - without it, I would be a little lost in that respect.

Likes Least

It can be quite fiddly and tiresome, in the sense that it sometimes there can be easier ways of entering information, or sharing information with others (no copy/paste function of tasks for example).

Recommendations

Tailor and minimize it to your needs only, it can be quite bloated if you do not.

 
 

from Navarino
Specialty: Hospitality / Travel
Number of employees: 21 to 50 employees Employees number: 21 to 50 employees

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Likes Best

Easy to use and very efficient- Until a year ago was not used to using a system like this at all but was very easy to learn and it is a fantastic tool for the job I do

Likes Least

Nothing I can think of really. Obviously a year ago the product was quite alien but not anymore!

Recommendations

Ease of use, simply and vast functionalities, flexible to organisations

 
 

from Navarino Services
Specialty: Hospitality / Travel
Number of employees: 21 to 50 employees Employees number: 21 to 50 employees

Easy to use and easy to access

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Likes Best

The filing and retrieving of information is easy to do. And you can access your file from any computer.

Likes Least

Reporting - Not very straightforward to create a report

Recommendations

No particular recommendation to make - Keep things simple and easy.

 
 

from 3BG Supply
Specialty: Retail
Number of employees: 6 to 10 employees Employees number: 6 to 10 employees

Great Product we use it for all of our operations!

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Likes Best

The ease of transition from Opportunity to Quote to Order to Purchase Order to Invoice

Likes Least

No ability to replicate a existing order without all attachments

Recommendations

Replaces many other CRM's and does the best job from what we can see!

 
 

from 3BG Supply Co.
Specialty: Distribution
Number of employees: 2 to 5 employees Employees number: 2 to 5 employees

Amazing. Would love to a shoppoing cart added but I love the CRM

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Likes Best

The tasking functions are great. Very more robust than Zoho. Being able to communicate with my employees through a tasking system this robust led us to the ability to complete more tasks more efficiently.

This also kept us very connected with our customers. We rarely miss an opportunity to follow up on new quotes or new business.

Likes Least

How I have to duplicate the windows when using more than 1 screen. This drives me crazy because I run off of 3 screens and have to sign into 3 different workbooks windows.

Also the modification costs can get really high since not very many programmers know Workbooks.

Recommendations

Really spend a lot of time figuring out how it works. It's very robust.

 
 

from Navarino Services
Specialty: Hospitality / Travel
Number of employees: 21 to 50 employees Employees number: 21 to 50 employees

Utilised for general data base and sales lead tool

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Likes Best

I don't deal too much with the Vendor directly, however, they seem to be able to make the necessary updates required in a prompt manner. This product is easy to use to track all customer interactions and sales leads, straightforward and fairly intuative for anyone who has used a lead management tool

Likes Least

Reporting is pretty complex, not so intuative but exports to excel very well.

Recommendations

Use as much of the system as possible, ensure you have plenty of experience with the product you are reviewing/evaluating

 
 

from Journeys are Made @ Gapyear.com
Specialty: Hospitality / Travel
Number of employees: 21 to 50 employees Employees number: 21 to 50 employees

Awesome product - customer support could be better

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Likes Best

Simple to use and very easy to set up - it our must have been purchase each year

Likes Least

Wish the customer support team was a bit more reactive and less focussed on selling time units for help/support

Recommendations

Make sure you look at your end goal and where your business needs to be in 5 years as WB has all the tools to do this

 
 

from Clark Howes
Specialty: Accounting
Number of employees: 21 to 50 employees Employees number: 21 to 50 employees

Reviewing workbooks

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Likes Best

The best thing I like about this product is that its an efficient and easy way to keep all your contacts and prospects in one database.

Likes Least

It has taken awhile for the installation and setup - meaning that we are unable to use workbooks yet, because of problems with the initial setup with workbooks.

Recommendations

Think about what you would use this for on a day to day basis - how easy or quick is it to use?

 
 

from Clark Howes
Specialty: Accounting
Number of employees: 21 to 50 employees Employees number: 21 to 50 employees

Product itself is good, need to work on their partners

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Likes Best

It's scope to do pretty much anything you need it to with the right customisation.

Likes Least

There is no denying that it's a powerful tool, however, our service is through a third party partnership with other workflow software (CCH) and there have been a lot of problems that go beyond just usual teething. I get the impression if we were dealing with just Workbooks this wouldn't be an issue.

Recommendations

Be very clear at implementation stage about what you want to achieve, and make sure who ever is delivering your implementation is just as clear.

 
 

from DGM Aromatics
Specialty: Healthcare / Medicine
Number of employees: 2 to 5 employees Employees number: 2 to 5 employees

Free version still going strong

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Likes Best

As a small business it is great to have a tool that is used in big business. Having a CRM that you can access anywhere with all your customer details and information when you are on the go is essential. We use the free version as we only need two users to access the information, but if my business needs to add more users we can for a very low cost.

Likes Least

Ok so we can not customise it totally but we can do so much more than other CRM's out there without the added cost.

Recommendations

reviewing software and giving feedback will lead to improvments making it a better business tool.

 
 

from National Aquatics Distributor
Specialty: Distribution
Number of employees: 6 to 10 employees Employees number: 6 to 10 employees

Workbooks ft/nad

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Likes Best

It's somewhat easy to do a new quote and send/email direct to a customer.

Likes Least

There are too many tabs and it's confusing. If I put in a part number, only a portion shows in the tab. Overall, I find it's not user-friendly. I tried to put in new items and had to call our IT person. There's no way I would have found it on my own. It should have been a simple choice to enter a new item.

Recommendations

Simplify and intergrate with order processing. Make it more user-friendly.

 
 

from Frey Technologies
Specialty: Other services
Number of employees: 2 to 5 employees Employees number: 2 to 5 employees

Helpful but could be easier to use

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Likes Best

Reminders for follow up actions. The vendor has been very helping in helping us customize this to meet our needs.

Likes Least

The search feature needs to be too exact. Would like to search in more general terms.

Recommendations

Take advantage of the free trials offered by various customers.

 
 

from National Aquatics Distributor
Specialty: Distribution
Number of employees: 6 to 10 employees Employees number: 6 to 10 employees

Workbooks Review

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Likes Best

I am new to this product, but find it easy to operate.

Likes Least

The initial setup was a little cumbersome, but I eventually was able to work through any issue.

Recommendations

I feel the product is good and don't have any recommendations, currently.

 
 

from National Aquatics Distributor
Specialty: Distribution
Number of employees: 2 to 5 employees Employees number: 2 to 5 employees

Could use some work

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Likes Best

It's overly complex in some areas and not enough customization in others.

Likes Least

I dislike the fact that some fields are locked.

Recommendations

Spend as much time as possible with it. Learn all of the ins and outs, and get everything set up the way you want it.

 
 

from PhysEmp.com
Specialty: Software / IT
Number of employees: 6 to 10 employees Employees number: 6 to 10 employees

Excellent Product for Small - Mid-Sized Business

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Likes Best

Relative to the completion, it provides a lot of functionality at a very reasonable cost. The support is responsive and good too.

Likes Least

The only reason I'm not giving it a 10 is because it isn't as intuitive to use as some of the other CRMs, and the integrations aren't as smooth as Salesforce.com.

Recommendations

Clearly list your requirements/expectations. Don't only get demos, but get a hands on trial version to play with, and make sure you ask the tough questions!

 
 

from EcoLife Innovations dba WooBamboo
Specialty: Distribution
Number of employees: 2 to 5 employees Employees number: 2 to 5 employees

Used as a Customer Database and to record communications.

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Likes Best

Easy of use. Haven't encountered any bugs that have held us up in any way.

Likes Least

The Email Outlook Connector is not compatible with IMAP Exchange.

Recommendations

If using Outlook for email, make sure that the Outlook Connector is compatible (or you'll need to use Dropbox, as we do). Consider the great customer service and availability of web training sessions offered as a definite plus.

 
 

from Frey Technologies
Specialty: Other services
Number of employees: 6 to 10 employees Employees number: 6 to 10 employees

Evolving and Improving

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Likes Best

Lucid Switch responds almost immediately to your questions, and any support issues are handled in a professional and timely manner. I love how the programs is almost completely able to be customized to whatever our needs might be and whatever fields of information we want to track. With a little experience, you can literally design the fields to be whatever you want it to be. We have used that feature a lot to make the program our own. I also love the automated reporting so that I can send my reports to my superior by simply scheduling the action once. The owner likes the program so much that he instituted it in his other company, as well.

Likes Least

There are a few features that I wish we could do away with completely, like the fact that quotes in Workbooks are Drafts first and then Posted later-- that feature doesn't really mesh well with our company although I can see why it might be beneficial to others. I also wish the icons on the Desktop were movable and stayed where you placed them (like a Microsoft desktop).

Recommendations

Figure out how you want the system to work step by step, considering all contingencies, and then explain your needs to Lucid Switch. They will work with you to perfect the system to be exactly like you want it to be.

 
 

from NovaVision
Specialty: Healthcare / Medicine
Number of employees: 11 to 20 employees Employees number: 11 to 20 employees

Customer Support is Fantastic

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Likes Best

The product is customizable and affordable. The customer service is prompt and thorough.

Likes Least

The many applications that can be added to the CRM are not already integrated.

Recommendations

All companies need a CRM; this platform is the most affordable for a startup/small business.

 
 

from Lucid Switch
Specialty: Consulting
Number of employees: 2 to 5 employees Employees number: 2 to 5 employees

Affordable CRM Solution for Sales and Marketing

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Likes Best

Workbooks offers an affordable solution for sales and marketing. It allows easy integration possibilities with most other systems with an API and has good integration with other systems out of the box. They take customer support and feedback very seriously and are continuous on their roll out of updates. This CRM offers transaction documents out of the box for Sales Processing, which is very convenient for sales. Other modules for event management and customer support makes this CRM just more than your typical CRM. This system has its own tabbed Windows-like interface which can make it very easy for new users.

Likes Least

The CRM could use a better mobile app, but it does provide basic functionality if you want to check your records. Some tasks and stronger functionality in Workbooks CRM may require some more consultation. But this is understandable because the system has to be gentle for new user but allow functionality to admins on the same instance.

Recommendations

It is best to always speak with someone who is already familiar with the system rather than having to go through learning it from scratch. Also, people would prefer transaction documents (the PDFs) to be customized, and it is possible to do this if you have a developer or can hire a developer who can code in XSL. This would be an example of something which may not appear to be easily editable but is very possible.

 
 

from Newsela
Specialty: Education
Number of employees: 21 to 50 employees Employees number: 21 to 50 employees

Workbooks is a solid CRM

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Likes Best

I like its simple, yet effective outlay and performance.

Likes Least

It's a little clunky. The program seems disjointed, but on the other hand it serves our needs.

Recommendations

A CRM should be able to seamlessly tie the work of multiple users into a process that makes sense.

 
 
 
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